technical insight Archives - Professional Paraplanner

Double bill webinar: IHT planning & trusts and using cash within portfolios

23 September 2020

Our first double bill Technical Insight Webinar took place on Tuesday 22 September and featured Prudential and NS&I, looking at the building blocks of IHT planning and where trusts fit in and how cash is an essential part of any holistic financial plan. WATCH THE DOUBLE BILL WEBINAR HERE Cash planning in...

Read more
Professional Paraplanner Events – Update

14 May 2020

Read more
Join us at our Team Leader, Investment Committee and Technical Insight Seminars

9 February 2020

Read more
TECHNICAL INSIGHT SEMINARS 2020 – OPEN FOR REGISTRATION

26 January 2020

Read more
Suitability report writing session to kick off Newcastle Technical Insight Seminar

29 October 2019

Read more
Rory Percival workshop on Capacity for Loss – “not to be missed”

21 October 2019

Read more
Reading Technical Insight Seminar: 7-speaker line up confirmed

4 October 2019

Read more
Technical Insight Seminar Speaker – Brian Radbone, Transact

22 September 2019

Read more
Rory Percival’s Capacity for Loss workshop – Nottingham

3 September 2019

Read more